Retail Service Operations Specialist

Talcott Financial Group

Retail Service Operations Specialist in Hybrid role delivering customer service and executing requests for annuity products. Working in fast-paced environment requiring critical thinking and active listening skills.

Posted 7/28/2026full-timeHartford • Connecticut • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service capabilities with a focus on active listening, critical thinking, and effective communication. Familiarity with financial products and experience in fast-paced environments are essential for success.

Highest-signal resume keywords

Customer Service ExperienceExcellent Communication SkillsMulti-Tasking AbilityKnowledge of AnnuitiesExperience with PEGA

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Customer Service ExperienceKnowledge of AnnuitiesKnowledge of 401k ProductsKnowledge of Life InsuranceKnowledge of Mutual FundsKnowledge of Stock Market Activity

Soft Skills

Active ListeningCritical ThinkingAbility to Multi-Task

Tools & Technologies

PEGAFASTHexureFireLight

About the role

Key responsibilities & impact

Deliver superior customer service to customers, contract owners and financial advisors
Execute customer requests in a fast-paced environment
Support processing of written requests
Demonstrate active listening and critical thinking to assess customer needs

Requirements

What you’ll need

Minimum of 1 year of customer service experience
Strong preference for experience navigating multiple applications
Excellent communication skills, both verbal and written
Ability to multi-task
Proven success in fast-paced environments
Knowledge of annuities, 401k products, life insurance, mutual funds or stock market activity preferred
Experience with PEGA, FAST, Hexure, and FireLight is a plus

Benefits

Comp & perks

Hybrid work arrangement
10% yearly travel to the Hartford, CT office